S.A.R.L. Bacchus… Immobilier & Insurance

La Millière Chapitre, 998 Route de la Renorville Internet: www.bacchus-insurance.com
16130 ANGEAC CHAMPAGNE, France Email: finance@bacchus-insurance.com
Tél: +33 (0)5 45 82 42 93         Fax: +33 (0)5 45 36 27 95

Approved Insurance & Finance Brokers Agents


FINANCE APPLICATION FORM (CAFPI) PLEASE COMPLETE THE FOLLOWING: Questions with a * are obligatory.
Initial Information:    Intermediary:    Bacchus Reference (if known) ?
   Are you applying for ? Mortgage Application     Pre-Approved Certificate     Quotation    Do you need a mortgage offer URGENTLY, in less than 48 hours ? YES     NO    Is this a JOINT Application ? YES     NO    When will you complete the purchase of your property in France ? Within 3 months     Between 3-6 months     More than 6 months    Have you signed a Compromis de Vente (pre-Agreement) to buy the property ? YES     NO    What is the purpose of the Mortgage ? Buy Main Residence     Buy Second Home     Buy Property to Let Buy Leaseback Property     Fund Improvements     Refinance Equity Release     Post Finance     Euro Re-Finance    Purchase Price: *    Improvement Work:    Personal Contribution: *    Mortgage Required: *    Mortgage Duration: First Applicant:    Title:    First Name(s):    Surname: *    Date/Place of Birth:     Nationality:    Marital Status: Single    Married    Separated    Divorced    Widowed    Date/Place Married:       Date/Place Divorced:    Dependent Children/Ages:    Home Address:    At This Address Since:    Are You ? Owner Occupier:      Tenant:   If Tenant, Monthly Rent:    Email: *    Tel: (home) * Fax:    Tel: (work) Mobile:    Current Account, Name of Bank:   Since (approx):    Employment: Full Time    Part Time    Self Employed    Retired    Other  if Other - Please Specify    Occupation:   Since:    Position:    Employers Name & Address:    Gross Monthly Income - Euros:    Gross Monthly Income - Other Currency:    Monthly Repayments on Existing Mortgage/Loans - Euros:    Monthly Repayments on Existing Mortgage/Loans - Other Currency:    Have you ever been declared Bankrupt ? Yes   No  If Yes - Please Specify    Have you ever had Court Proceedings against you for outstanding debt ? Yes   No  If Yes - Please Specify    Have you ever had an agreement with creditors ? Yes   No  If Yes - Please Specify
Second Applicant:
   Title:                    
   First Name(s):               Surname: 
   Date/Place of Birth:               Nationality: 

   Marital Status:           Single    Married    Separated    Divorced    Widowed 
   Date/Place Married:             Date/Place Divorced: 

   Dependent Children/Ages:  

   Home Address: 
	   		     
   At This Address Since:     
   Are You ?    Owner Occupier:      Tenant:   If Tenant, Monthly Rent: 

   Email:       
   Tel:  (home) 		Fax:  	
   Tel:  (work) 		Mobile: 

   Current Account, Name of Bank:   Since (approx): 

   Employment:   Full Time    Part Time    Self Employed    Retired    Other 
		 if Other - Please Specify 

   Occupation:     Since:  
   Position:      
   Employers Name & Address:
 	 	  

   Gross Monthly Income - Euros:  
   Gross Monthly Income - Other Currency:  

   Monthly Repayments on Existing Mortgage/Loans - Euros:  
   Monthly Repayments on Existing Mortgage/Loans - Other Currency:  

   Have you ever been declared Bankrupt ?   Yes   No
		 If Yes - Please Specify 

   Have you ever had Court Proceedings against you for outstanding debt ?   Yes   No
		 If Yes - Please Specify 

   Have you ever had an agreement with creditors ?   Yes   No
		 If Yes - Please Specify 



YOUR OVERALL FINANCIAL SITUATION
ALL ASSETS HELD:    (a) PROPERTY ASSETS:    (1) Owned By:    Brief Description (house, flat, letting):    Brief Address:    Rental Income per Year: Euro:    GBP:    Estimated Property Value: Euro:    GBP:    (2) Owned By:    Brief Description (house, flat, letting):    Brief Address:    Rental Income per Year: Euro:    GBP:    Estimated Property Value: Euro:    GBP:    (3) Owned By:    Brief Description (house, flat, letting):    Brief Address:    Rental Income per Year: Euro:    GBP:    Estimated Property Value: Euro:    GBP:    (b) ALL OTHER WORLDWIDE ASSETS (Cash, Shares, Investments):    First Applicant:    (1) Brief Description:    Where Held:    Estimated Value: Euro:    GBP:    (2) Brief Description:    Where Held:    Estimated Value: Euro:    GBP:    (3) Brief Description:    Where Held:    Estimated Value: Euro:    GBP:    (4) Brief Description:    Where Held:    Estimated Value: Euro:    GBP:    Second Applicant:    (1) Brief Description:    Where Held:    Estimated Value: Euro:    GBP:    (2) Brief Description:    Where Held:    Estimated Value: Euro:    GBP:    (3) Brief Description:    Where Held:    Estimated Value: Euro:    GBP:    (4) Brief Description:    Where Held:    Estimated Value: Euro:    GBP: CURRENT MORTGAGES (property) AND OTHER LOANS (cars, bank loans, overdrafts etc):    (Loan 1) Existing Lender:    Is Main Home in Joint Names ?:   YES   NO    Original Loan Amount: Euro:    GBP:    Amount Outstanding: Euro:    GBP:    Monthly Repayment: Euro:    GBP:    Period of Loan: months:     Expiry Date:    Main Home Market Value:    (Loan 2) Type of Commitment:    Owed To:    Original Loan Amount: Euro:    GBP:    Amount Outstanding: Euro:    GBP:    Monthly Repayment: Euro:    GBP:    Period of Loan: months:     Expiry Date:    (Loan 3) Type of Commitment:    Owed To:    Original Loan Amount: Euro:    GBP:    Amount Outstanding: Euro:    GBP:    Monthly Repayment: Euro:    GBP:    Period of Loan: months:     Expiry Date:    (Loan 4) Type of Commitment:    Owed To:    Original Loan Amount: Euro:    GBP:    Amount Outstanding: Euro:    GBP:    Monthly Repayment: Euro:    GBP:    Period of Loan: months:     Expiry Date:    (Loan 5) Type of Commitment:    Owed To:    Original Loan Amount: Euro:    GBP:    Amount Outstanding: Euro:    GBP:    Monthly Repayment: Euro:    GBP:    Period of Loan: months:     Expiry Date: LOAN PROJECT (Property Details):    ADDRESS OF PROPERTY TO BE FINANCED:         include postcode (if property has been found)    TYPE OF PROPERTY:    Principal Residence   Secondary Residence   Buy to Let   Leaseback   House Construction    Other - Please State    BRIEF DESCRIPTION OF THE PROPERTY BEING ACQUIRED:    House   Apartment   Other - Please State    Old Property   Modern Property   Off Plan Property   Year of Construction (approx)    Total Interior Surface Area (all floors) M²:       Total Plot/Land Size:    NAME AND ADDRESS OF NOTAIRE (SOLICITOR) BEING USED:         include postcode (if notaire has been appointed)    Proposed Completion Date    Loan Required (min. Euro 50.000):    Preference Fixed Loan   Variable Loan    TYPE OF INSURANCE REQUESTED:    Death or Disability (Compulsory)   Inability to Work (optional)    FINANCE PLAN:   Property Cost:        Fees:    Purchase:           Improvement Work:           Total:            Mortgage Required:        Personal Contribution:    Purchase:           Improvement Work:           Total:             MONTHLY PAYMENTS:   Mortgage/Rent:        Car Loan(s):    Total:             ANNUAL INCOME (Net):    First Applicant:    Salary: Euro:    GBP:    Bonus: Euro:    GBP:    Investment Income: Euro:    GBP:    Sub-Total: Euro:    GBP:    Rental Income: Euro:    GBP:    Total Annual Income: Euro:    GBP:    ANNUAL INCOME (Net):    Second Applicant:    Salary: Euro:    GBP:    Bonus: Euro:    GBP:    Investment Income: Euro:    GBP:    Sub-Total: Euro:    GBP:    Rental Income: Euro:    GBP:    Total Annual Income: Euro:    GBP:    When is the finance required ?    Other comments:

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Thank you for completing our Finance Application Form.

 

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